Cash Balance 17+

Trinity Pension Consultants, Inc

Designed for iPad

    • Free

Screenshots

Description

Trinity Pension Consultants Cash Balance Calculator (CB Calculator) app allows financial advisors to quickly and easily generate a maximum annual contribution amount for their clients or prospects in utilizing a cash balance retirement plan. By selecting an individual age and income range using a simple scrollable menu, financial advisors can provide their client with an estimated maximum annual contribution amount for the first year of a cash balance retirement plan. Financial advisors can then request a full illustration from Trinity Pension Consultants with the simple touch of a button. The app also features Trinity’s educational cash balance plan video series as well as other helpful information on cash balance plans.

What’s New

Version 1.9

Updated Estimated Maximum Contribution Amounts.

App Privacy

The developer, Trinity Pension Consultants, Inc, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Not Linked to You

The following data may be collected but it is not linked to your identity:

  • Financial Info
  • Contact Info

Privacy practices may vary, for example, based on the features you use or your age. Learn More

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